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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,376 | $124,351-38.6% | $109,188-30.1% | $167,553-54.4% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 102.02% | 26.04%+76.0pp | 25.76%+76.3pp | 478.89%-376.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,272 | $5,257-75.8% | $4,654-72.7% | $6,343-79.9% |
| Admin fee / account holder | $387 | $7,975-95.1% | $6,755-94.3% | $12,316-96.9% |